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You can review the performance activities on your site by navigating to Quick-access menu > Activity management. On the Manage performance activities page, you can see a list of all of the available performance activities.

In the table, you can see each activity's NameType, and Status. There are three options for TypeAppraisalCheck-in and Feedback. These types do not limit you when creating and configuring the activities , but help you to understand the purpose of each activity at a glance.  Activities Activities can have two statuses: Active and Draft. Active activities will create instances of the activity for all assigned users who meet the criteria you set up. Instances are copies of the activity for each user to complete. You can determine how instances are created when creating a performance activity.

Click on the name of an activity to configure it and add content. In the actions column, you can click the ellipsis the ellipsis icon () to complete additional actions (such as cloning, deleting or activating an activity), or click the participation reporting button () to see the participation report.

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  • From the Activity management page: To activate the activity click the ellipsis icon (), then select Activate from the dropdown list. Now on the Manage performance activities page, the status of the activity will be displayed as as Active.
  • From within an activity:  When editing a draft activity you will see an action banner above the tabs which include an Activate button, click the button to activate the activity. 
Note

Note that although the although the  Activate option may be available, until you have added at least one question element and responding participant relationship per section and assigned users to the activity you will not be able to activate it, and will instead receive a warning saying it cannot be activated.

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To delete a performance activity instance, click the ellipsis icon (), then select Delete from the dropdown list.Deleting a performance activity will also remove all related subject and participant instances, as well as all users' responses.

The results of this action will vary depending on which of the participation tabs you are editing in:

  • Subject instances: Deleting a subject instance also deletes all associated participant instances
  • Participant instances: This only deletes the activity instance for that participant
  • Sections: This only deletes the individual section participant instance

There may be times when participants in performance activities want to remove their responses. It is also important to allow users to remove any information that could be used to identify them. As a Site Administrator, you can configure export and purge types on your site to allow users to see and remove the data contained in their performance activities.

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  1. Navigate to Quick-access menu > Activity management.
  2. Alongside the activity for which you wish to open or close an instance for , click the the Manage participation icon (). 
  3. View the Subject instancesParticipant instances or Participant sections tabs to navigate to the instance or section of the performance activity you wish to open or close. 
  4. In the report table, alongside the instance you wish to manage you will see a padlock icon in the Action column:
    • Close an instance: If the activity is open there will be a closed padlock icon () to close it
    • Open an instance: If the activity is closed there will be an open padlock icon () to open it
  5. Click the padlock icon and then read the warning message to ensure you are aware of the effects the action will have.
  6. Then either click the Close button (if you are closing an instance) or click the Reopen button if you are opening an instance.
  7. You can also click Cancel if you no longer wish to continue with the action. 

Alongside the instances on the Subject instance table you will also see an add participant icon () that allows you to add a participant in one of the available relationships once you click it.

You can click the bin icon (Image Added) to delete a single subject or participant instance

As a Manager

As a Staff Manager, you can manually manage the availability of  of performance activities for members of your team. To do this follow these steps:

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Alongside the instances on the Subject instance table you will also see an add participant icon () that allows you to add a participant in one of the available relationships once you click it

You can click the bin icon (Image Added) to delete a single subject or participant instance

Printing a performance activity

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